Posteo

#SaudiOilPipelineDamaged Saudi Arabia's key oil pipeline struck September 10 — still offline, pump stations damaged, capacity out for weeks 🛢️💀 This isn't a minor disruption. The pipeline carries 2.6M-4.0M bpd and is the primary Hormuz bypass route for Red Sea crude. Yanbu port stocks cover only 5-7 days of exports. Up to 4% of global supply affected 📉 Then September 14: Houthi forces seized the Hanish Islands, raising shipping risk near Bab-el-Mandeb. Hormuz bypass damaged. Bab-el-Mandeb now threatened. Both major alternative routes under pressure simultaneously 👀 This is the energy supply shock scenario that was supposed to be the tail risk — and it's happening 🫠 Pipeline recovery timeline becomes the single most important variable for Saudi export capacity right now. Every week offline = more pressure on global crude pricing and inflation expectations 🔥 4% of global supply disrupted, both bypass routes compromised — how far does oil go from here, and does this force the Fed's hand on September rates? 👇